See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,289 | $142,344+30.2% | $119,609+54.9% | $134,475+37.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.22% | -12.44%-2.8pp | -14.97%-0.2pp | 417.96%-433.2pp |
| Employer contribution / active EE | $3,672 | $5,222-29.7% | $4,232-13.2% | $4,740-22.5% |
| Participant deferral / active EE | $7,849 | $6,469+21.3% | $5,602+40.1% | $6,400+22.7% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |